Quick tipHidden trickMarketing HubSales Hub

Use a record created earlier in the same workflow

Create then use.

Subscription
Professional or Enterprise
Permissions
Workflows access
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: records created in a workflow can be used later in the same workflow. Example: a company-based workflow creates a contact, then uses it later.

1. In HubSpot

The relevant screen in my demo portal.

Edit record action panel with record type, property to edit, change type, and value highlighted
Record type (1), property (2), change type (3), and value (4).

2. Worth knowing

Some features need extra subscriptions.

3. Related

Data variables.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

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